Conversational CRM Operations, Instant Executive Summaries & Intelligent Data Management
Aeri is the AI Copilot embedded directly into Nexus 2.0 — purpose-built for sales teams, revenue operations managers, and executive stakeholders who need instant, actionable intelligence from their CRM without the friction of manual filters, complex reports, or tab-switching. Aeri understands plain English and translates your intent into CRM operations in real time.
Ask questions in plain English across contacts, companies, deals, and tasks — no filter configuration required. Aeri understands intent and surfaces the right records instantly.
Create, update, or remove CRM records conversationally. Eliminate repetitive form-filling and keep your data clean through natural dialogue.
Generate complete 1-click executive summaries of deals, accounts, and tasks before any meeting — full context in under 5 seconds, no prep work needed.
Request pipeline statistics, stage breakdowns, and performance overviews instantly. Transform raw CRM data into structured, leadership-ready insights on demand.
Activating Aeri takes less than a minute. Follow this sequence to begin your first AI-assisted CRM operation inside Nexus 2.0.
Log in to your Nexus 2.0 CRM workspace as you normally would. Ensure your account has Copilot access enabled — contact your admin if the feature is not visible.
Locate and click Copilot in the top navigation bar. The Aeri panel will slide open on the right side of your workspace, ready to receive your first instruction.
Choose a pre-built Quick Prompt from the suggestion tray for common tasks, or type any custom instruction in plain English directly into the input field.
Aeri surfaces its output immediately. Review the results, confirm any proposed changes, and execute record updates, task creation, or report generation — all from the same panel.
The following three scenarios represent the highest-value, most commonly deployed Aeri use cases across sales teams and executive stakeholders. Each includes a real prompt example you can copy and use immediately inside Nexus 2.0.
Before stepping into any client call, use Aeri to generate a full 360° account overview in seconds — no tab-switching, no manual digging.
"Summarize the company Acme Corp including open tickets, recent deal stage changes, and last conversation notes."Result: Instant 360° overview in under 5 seconds — deal history, open items, and last touchpoint surfaced automatically.
Move deals and schedule follow-ups conversationally. Eliminate form-clicking entirely and keep your pipeline current from any device, at any time.
"Update the deal stage for Apex Logistics to 'Contract Sent' and create a follow-up task for Tuesday at 10 AM."Result: Deal stage moved and follow-up task scheduled simultaneously — zero form interaction required.
Generate structured pipeline reports on demand. Leadership gets the critical metrics they need — deal value, stage distribution, and key blockers — without waiting for a BI team.
"Generate a summary report of all high-priority deals in the Proposal stage closing this month."Result: Structured pipeline report with total opportunity value, assigned owners, and identified blockers — ready to present in any leadership meeting.
Use these ready-to-deploy prompts as your daily starting point inside Aeri. Copy any prompt directly into the Copilot panel — or adapt the language to your specific record, account name, or time frame. The more specific your input, the sharper Aeri's output.
"Summarize the Company [Name]" — Full account snapshot including open deals, recent activity, and contacts."List all unassigned contacts added this week" — Surface new leads that haven't been claimed by a rep yet."Show all companies with no activity in the last 30 days" — Identify at-risk accounts before churn occurs."Summarize the Deal [Name]" — Full deal brief including stage, value, owner, and last note."Show deals inactive for more than 14 days" — Expose stalled opportunities before they slip through the pipeline."List all deals closing this quarter above $50,000" — Prioritise high-value end-of-quarter focus."Summarise my high-priority tasks due today" — Start every morning with a focused, AI-curated action list."Create a task to review client onboarding files by Friday" — Log action items instantly without navigating away."Show all overdue tasks assigned to my team" — Manager-level visibility into execution gaps across the team.Aeri is designed with enterprise-grade guardrails built in from the ground up. Every AI operation inside Nexus 2.0 is governed by your organisation's existing permission architecture — ensuring that speed and convenience never come at the cost of data integrity or access control.
Aeri enforces user permission tiers at every query. Sales reps can only surface and modify records assigned to them. Managers gain pipeline-wide visibility. No AI query can bypass your existing role-based access controls.
Removing any contact or deal record through Aeri requires explicit dual confirmation. This two-step safeguard prevents accidental deletions and ensures that irreversible actions are always intentional and logged.
Aeri's synthesis quality is directly proportional to your CRM data quality. The more consistently your team logs notes, updates stages, and records activity inside Nexus 2.0, the sharper and more reliable Aeri's outputs become over time.
Understanding where Aeri delivers the most measurable impact helps revenue operations teams prioritise adoption and calculate ROI. The table below contrasts key daily workflows before and after Aeri is introduced into your Nexus 2.0 environment.
Different stakeholders across your organisation unlock different value from Aeri. Below is a role-by-role breakdown of the primary use cases and highest-impact prompts to champion adoption at every level of your revenue team.
Aeri eliminates pre-call prep friction. Reps arrive at every client meeting fully briefed — deal history, open tickets, last interaction — all surfaced in seconds. More time selling, less time searching.
Pipeline visibility on demand. Managers use Aeri to identify stalled deals, surface inactive accounts, and generate team performance snapshots without relying on scheduled BI reports or manual exports.
Strategic clarity without operational dependency. Executives query Aeri directly for high-priority deal summaries, closing-month pipeline values, and at-risk account flags — reducing reliance on intermediary reports.
Use this checklist to track your team's Aeri onboarding progress. Completing all milestones within the first two weeks of access ensures maximum adoption velocity and demonstrates early ROI to leadership stakeholders.
You have completed the Nexus 2.0: Aeri AI Copilot Deep Dive & Practical Playbook. Your team is now equipped with the prompts, playbooks, and governance best practices needed to operate Aeri with confidence from day one. Return to the master portal to explore additional Nexus 2.0 feature modules, or reach out to Inuio Solutions Support for hands-on workflow customisation.
Return to the Nexus 2.0 Feature Release Portal to access all product modules, release notes, and training resources in one centralised hub.
Need a bespoke Aeri workflow built for your team's specific sales process? Inuio Solutions Support specialists are available to design, test, and deploy custom prompt sequences on your behalf.
Book a live enablement session for your revenue team. Inuio Solutions offers role-specific Aeri training workshops for reps, managers, and executive stakeholders — available virtually or on-site.
Inuio Solutions | Nexus 2.0 — Aeri AI Copilot Module | Confidential Client Resource
Meet Aeri: Your AI CRM Copilot